Explaining The Trade: Aritzia

The Stock Market TV Portfolio is a real money portfolio, and will be run as such. Our ideas will come from the entire Stock Market TV universe, with explanations for every new buy, sell, and watchlist addition. 

Here's why we own Aritzia.

Where Did This Idea Come From?

Aritzia was on Jeff Macke's 10 Ideas For 2026, but he's been in it for four years. In fact it was one of the first things he wrote about when he started The Macke Letter in 2025. 

And good for him...the stock is up 185% over the last 52 weeks. Our cost basis isn't nearly as good, but that's ok. 

The thesis here is simple: Jeff Macke is the world's foremost expert on retail stocks, and this is one of his favorites. According to him, Aritzia has had years of incredible sales growth, and they've barely tapped into the U.S. market. 

When your go-to guy in a given area gets this bullish, you pay attention. We don't need to overcomplicate this. 

Trade Strategy

Time Horizon and Exit Plan: Aritzia is a medium-term play for us, so I plan on giving it some room to breathe. That being said, if it falls below $120 (the VWAP anchored from the all-time high, I'd strongly reconsider the trade.